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Caitlin John’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Caitlin John’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Sell
72,227
-264,861
-79% -$6M 0.89% 24
2026
Q1 		$7.65M Buy
337,088
+87,541
+35% +$2.01M 4.59% 2
2025
Q4 		$5.73M Buy
+249,547
New +$5.75M 3.75% 2

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Caitlin John's SCHI Position: Q2 2026 in Review

Caitlin John reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 79% in Q2 2026, selling an estimated $6M and leaving 72,227 shares worth $1.64M. The position accounts for 0.89% of the portfolio, ranked #24.

Caitlin John first reported a position in SCHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.65M in Q1 2026. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Caitlin John held 72,227 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.64M as of Q2 2026.
  • Caitlin John sold 264,861 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $6M.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.89% of Caitlin John's portfolio in Q2 2026, its #24 holding.
  • Caitlin John first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Caitlin John's Schwab 5-10 Year Corporate Bond ETF position peaked at $7.65M in Q1 2026.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.